See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,094 | $81,900-24.2% | $119,609-48.1% | $68,494-9.3% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -15.34% | -23.82%+8.5pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,433 | $2,693-9.7% | $4,232-42.5% | $2,596-6.3% |
| Participant deferral / active EE | $5,272 | $4,148+27.1% | $5,602-5.9% | $4,027+30.9% |
| Admin fee / account holder | $1,192 | $6,582-81.9% | $10,323-88.5% | $5,403-77.9% |